Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in December 2019. The act included many provisions aimed to increase access…
Listen to John Woolley, Managing Director of Wealth Management and Chief Investment Officer, and Stuart Robertson, Portfolio Manager, discuss what happened with bonds in 2022…
Wealth Management: John Woolley, Managing Director & Chief Investment Officer Each issue, we’ll feature one of TPG’s business divisions to gain a high-level view…
Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.
Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through, and…
By Stuart Robertson, Portfolio Manager, The Partners Group Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and…
Our Wealth Management team strengthens exit planning services for business owners Congratulations to John Woolley (left), Managing Director, Wealth Management, and John Cahill (right), Executive…
Listen to Managing Director John Woolley, Wealth Planning Manager Lauren Reed, Portfolio Manager Stuart Robertson, and Wealth Management Consultant Geneva Stegemoller discuss how the current…
